CRM & Workflow for
Charities
CRM & Workflow System Integrated with your Accounting Software
Meet Simone...
Simone is a busy CEO of a large charity raising funds to support disadvantaged children between the ages of 5 & 21 & employs an effective management team to oversee daily operations. Simone is looking for a CRM and Workflow supplier who understands the charity sector.
Simone meets with Jack at Xapsys. Simone explains to Jack that she would like a system that can manage & track the use of protected and unprotected funds. Jack shows Simone how Xapsys can help her with this.
After consulting with Simone, Jack installs Xapsys and integrates it with Simone’s Sage system. This gives Simone and her staff instant live visibility over vital data. Jack also configures Xapsys to enable her donators to log in and view their own donations and provide them with transparency so that they can see how their money is being spent. Simone can now relax knowing that she can see everything she needs and more, even if she’s on her mobile in the middle of nowhere. Simone is happy.
Simone is smart.
A new journey into your data
Keep an eye on your favourite KPIs and make informed decisions thanks to a 360 degree view of your business, wherever you are!
Transparent Data
Provide your donators with the power to see how their money is contributing to your cause with our fully customisable Web Portal.
Track Projects
Plan projects, assign tasks, monitor costs and track their progress in real time from wherever you are.
Increase your revenue streams
Xapsys Mailchimp and Mailerlite integrations provide you with the tools to conduct proactive targeted marketing campaigns and track their performance to attract increased funding.
Stay in the loop
Safer than a safe
Because your data’s security is what matters the most, we only use access through a secure encrypted https connection. Our servers are hosted in a world class data center, protected by biometric locks and 24-hour surveillance.
Standard Feature List
- Customer Relationship Management Customised To Your Business
- Custom CRM Custom Fields and Tables
- Manage Your Customers Contact Management
- Activity Tracking
- Lead & Opportunity Management
- Document Management
- Raise Quotes In CRM Quotes/Proposal Management
- Pipeline Management
- Sales Analytics
- KanBan Views
- Sales Forecasting
- Email Updates Live Proactive Notifications
- Multliple Tenants
- Integrate With Sage 200, Sage 50, Xero, Quickbooks ERP Integrations
- Cloud Based
- Marketing Automation
- Mailchimp, MailerLite Integration Email Marketing Integration
- Customisable Reports & Live Dashboards
- Mobile CRM Mobile
- Office 365 & Gmail Integration
- Auto Email Thread Tracking
- Customer Order History
- Raise Sales Orders In CRM Quote To Order Conversion
- VoIP Integration
- Microsoft Teams Integration
- Sales Performance Management
- Chat Integration
- Wordpress Integration Web Analytics
- Role Based Views
- Testing Environment
- Raise Proforma Invoices In CRM Proforma Invoicing
- Synchronise Appointments, Meetings, Calls With Your Calendar Calendar Sync
- Support
- Workflow and Order Planning
- Fluid BOM Creation
- Live Profitability
- Quality & Case Management
- Integrated Customer Web Portal
- Live Stock Data
- Automated Ecommerce Order Processing
- Live Proactive Notifications
- Ebay, Amazon, Woocommerce Integration Track Stock Across Multiple Marketplaces
Would you like to save time and money?
We’d love to speak with you about how we can help you to better understand your unique challenges so we can demonstrate how Xapsys can help you to get the most from your business.
Initial consultations completely free of charge, and we’ll only ever contact you about your specific enquiry.